IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,747
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$27.4M
3
+$22.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$21.8M
5
T icon
AT&T
T
+$21.3M

Top Sells

1
+$16.1M
2
+$10.7M
3
+$6.94M
4
IYLD icon
iShares Morningstar Multi-Asset Income ETF
IYLD
+$6.24M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$5.51M

Sector Composition

1 Consumer Staples 6.57%
2 Healthcare 6.29%
3 Financials 6.06%
4 Energy 5.39%
5 Communication Services 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2376
$19K ﹤0.01%
+500
2377
$19K ﹤0.01%
+500
2378
$19K ﹤0.01%
+2,573
2379
$19K ﹤0.01%
+1,100
2380
$19K ﹤0.01%
880
-242
2381
$19K ﹤0.01%
+5,000
2382
$19K ﹤0.01%
+500
2383
$19K ﹤0.01%
+1,431
2384
$19K ﹤0.01%
+686
2385
$19K ﹤0.01%
+830
2386
$18K ﹤0.01%
+3,000
2387
$18K ﹤0.01%
1,194
+1,174
2388
$18K ﹤0.01%
+6,200
2389
$18K ﹤0.01%
+272
2390
$18K ﹤0.01%
498
-1,364
2391
$18K ﹤0.01%
+909
2392
$18K ﹤0.01%
+595
2393
$18K ﹤0.01%
+200
2394
$18K ﹤0.01%
+810
2395
$18K ﹤0.01%
+1,460
2396
$18K ﹤0.01%
575
-774
2397
$18K ﹤0.01%
+443
2398
$18K ﹤0.01%
+664
2399
$18K ﹤0.01%
+335
2400
$18K ﹤0.01%
+1,201
94 95
96
97 98